Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Pyle-suafo'a is an investment advisor representative with over 20 years of experience in the financial services industry. Jennifer has held positions at several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Unionbanc Investment Services, LLC and Wells Fargo Clearing Services, LLC. Jennifer currently works with J.p. Morgan Securities LLC. Jennifer is registered in California and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
CA
07/03/2024 - Present
J.p. Morgan Securities LLC (RANCHO MIRAGE CA)
CA
09/26/2016 - 07/10/2024
WELLS FARGO CLEARING SERVICES, LLC (PALM DESERT CA)
CA
08/18/2010 - 07/23/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIAN WELLS CA)
CA
03/09/2010 - 06/07/2010
UNIONBANC INVESTMENT SERVICES, LLC (RANCHO MIRAGE CA)
CA
03/03/2003 - 04/14/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PALM DESERT CA)
IA
Issued 09/04/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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